13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001803822
申報總市值
US$17.4億
US$17.4億
170 檔
16.2%
根據最新整理的 13F 季度數據集，Aventail Capital Group, LP 於 Q1 2026 結束時的管理資產規模為 US$17.4億。該機構在本季度申報了 170 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Aventail Capital Group, LP 採取了強勁的買進策略，建倉與加碼動作（合計 111 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 ETR, NFG, CNP）占據了總市值的 16.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
APA
市值: US$4182.7萬
本季最大獲利了結 / 清倉標的
CTRA
前期市值: US$1431.2萬
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETR | Entergy CORP | 股票-公用事業 | 3.73% | -1.51% | -16.53% | |
| 2 | NFG | National Fuel Gas Co | 股票-能源 | 3.25% | -0.06% | -33.93% | |
| 3 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 2.26% | -0.91% | +194.54% | |
| 4 | ATO | Atmos Energy CORP | 股票-公用事業 | 2.19% | -0.18% | +29.67% | |
| 5 | CNX | Cnx Resources CORP | 股票-能源 | 2.09% | -0.83% | +2501.76% | |
| 6 | APA | Apa CORP | 股票-能源 | 2.01% | -0.84% | — | |
| 7 | GEV | GE Vernova Inc | 股票-工業 | 1.98% | -0.70% | +876.86% | |
| 8 | PPL | Ppl CORP | 股票-公用事業 | 1.83% | -0.76% | +304.53% | |
| 9 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.78% | +0.24% | +17.64% | |
| 10 | WWD | Woodward Inc | 股票-工業 | 1.76% | -0.73% | +41.16% | |
| 11 | AEE | Ameren Corporation | 股票-公用事業 | 1.64% | +0.89% | -53.24% | |
| 12 | SO | Southern Co/the | 股票-公用事業 | 1.48% | -0.34% | -45.31% | |
| 13 | AEP | American Electric Power | 股票-公用事業 | 1.46% | -0.47% | -52.59% | |
| 14 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.45% | -0.60% | -47.47% | |
| 15 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 1.43% | -0.63% | -65.68% | |
| 16 | TRGP | Targa Resources CORP | 股票-能源 | 1.42% | -0.59% | +159.31% | |
| 17 | OVV | Ovintiv Inc | 股票-能源 | 1.39% | -0.57% | +25.70% | |
| 18 | SRE | Sempra | 股票-公用事業 | 1.37% | -0.56% | +174.70% | |
| 19 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.33% | +0.80% | +217.09% | |
| 20 | ATI | Ati Inc | 股票-工業 | 1.29% | -0.04% | — | |
| 21 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.25% | +1.05% | -17.33% | |
| 22 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.12% | -0.21% | -3.56% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事業 | 1.05% | +0.45% | +63.92% | |
| 24 | LII | Lennox International Inc | 股票-工業 | 1.02% | -0.40% | — | |
| 25 | BKV | Bkv Corporation | 股票-其他 | 1.02% | +1.09% | +155.36% | |
| 26 | FE | Firstenergy CORP | 股票-公用事業 | 0.99% | -0.40% | -46.11% | |
| 27 | ES | Eversource Energy | 股票-公用事業 | 0.98% | -0.39% | -65.20% | |
| 28 | IMO | Imperial Oil LTD | 股票-能源 | 0.98% | -0.40% | — | |
| 29 | DTE | Dte Energy Company | 股票-公用事業 | 0.98% | -0.38% | -18.78% | |
| 30 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.98% | +0.11% | +13.96% | |
| 31 | SLB | Slb LTD | 股票-能源 | 0.98% | -0.41% | -74.72% | |
| 32 | DVN | Devon Energy CORP | 股票-能源 | 0.96% | -0.40% | -59.61% | |
| 33 | OKE | Oneok Inc | 股票-能源 | 0.95% | -0.40% | -63.36% | |
| 34 | SHEL | Shell Plc-adr | 股票-能源 | 0.95% | -0.37% | +27.96% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.95% | -0.02% | -57.54% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.28% | -44.86% | |
| 37 | AR | Antero Resources CORP | 股票-能源 | 0.94% | -0.32% | -73.08% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.92% | -0.34% | +35.63% | |
| 39 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.92% | -0.35% | — | |
| 40 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.88% | -0.18% | +632.03% | |
| 41 | MTZ | Mastec Inc | 股票-工業 | 0.84% | -0.32% | +188.82% | |
| 42 | SOC | Sable Offshore CORP | 股票-其他 | 0.79% | -0.79% | EXIT | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.78% | -0.78% | EXIT | |
| 44 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.77% | +0.95% | +506.94% | |
| 45 | BKR | Baker Hughes Co | 股票-能源 | 0.75% | -0.31% | +172.55% | |
| 46 | PNW | Pinnacle West Capital | 股票-公用事業 | 0.74% | -0.30% | +23.91% | |
| 47 | ✓ | 股票-其他 | 0.72% | -0.72% | EXIT | ||
| 48 | PSX | Phillips 66 | 股票-能源 | 0.71% | +0.13% | -36.87% | |
| 49 | MWH | Solv Energy Inc-cl A | 股票-其他 | 0.71% | +0.96% | — | |
| 50 | KGS | Kodiak Gas Services Inc | 股票-其他 | 0.71% | +0.03% | -46.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CNX | Cnx Resources CORP | +2% | +2501.76% | 加碼 |
| 2 | GEV | GE Vernova Inc | +1.8% | +876.86% | 加碼 |
| 3 | CNP | Centerpoint Energy Inc | +1.4% | +194.54% | 加碼 |
| 4 | PPL | Ppl CORP | +1.3% | +304.53% | 加碼 |
| 5 | NXT | Nextpower Inc-cl A | +1% | +217.09% | 加碼 |
| 6 | TRGP | Targa Resources CORP | +0.9% | +159.31% | 加碼 |
| 7 | SRE | Sempra | +0.8% | +174.70% | 加碼 |
| 8 | FTAI | FTAI Aviation Ltd. | +0.8% | +632.03% | 加碼 |
| 9 | OXY | Occidental Petroleum CORP | +0.7% | +506.94% | 加碼 |
| 10 | MTZ | Mastec Inc | +0.6% | +188.82% | 加碼 |
| 11 | PH | Parker Hannifin CORP | +0.6% | +808.73% | 加碼 |
| 12 | PCG | P G & E CORP | +0.6% | +695.12% | 加碼 |
| 13 | BKV | Bkv Corporation | +0.6% | +155.36% | 加碼 |
| 14 | RRC | Range Resources CORP | +0.5% | +511.64% | 加碼 |
| 15 | OVV | Ovintiv Inc | +0.5% | +25.70% | 加碼 |
| 16 | BKR | Baker Hughes Co | +0.5% | +172.55% | 加碼 |
| 17 | WWD | Woodward Inc | +0.5% | +41.16% | 加碼 |
| 18 | MPC | Marathon Petroleum CORP | +0.4% | +333.94% | 加碼 |
| 19 | TPL | Texas Pacific Land CORP | +0.4% | +57.89% | 加碼 |
| 20 | DUK | Duke Energy CORP | +0.4% | +63.92% | 加碼 |
| 21 | ATO | Atmos Energy CORP | +0.3% | +29.67% | 加碼 |
| 22 | VG | Venture Global Inc-cl A | +0.3% | +156.54% | 加碼 |
| 23 | CW | Curtiss-wright CORP | +0.3% | +659.04% | 加碼 |
| 24 | SHEL | Shell Plc-adr | +0.3% | +27.96% | 加碼 |
| 25 | NEE | Nextera Energy Inc | +0.2% | +35.63% | 加碼 |
| 26 | PR | Permian Resources Corp-cl A | +0.2% | -3.56% | 減碼 |
| 27 | FANG | Diamondback Energy Inc | +0.2% | +61.08% | 加碼 |
| 28 | PUMP | Propetro Holding CORP | +0.2% | +68.61% | 加碼 |
| 29 | AROC | Archrock Inc | +0.2% | +288.51% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +56.33% | 加碼 |
| 31 | BP | Bp Plc-spons Adr | +0.2% | +131.20% | 加碼 |
| 32 | CVE | Cenovus Energy Inc | +0.2% | +99.30% | 加碼 |
| 33 | PARR | Par Pacific Holdings Inc | +0.1% | +14.71% | 加碼 |
| 34 | CNQ | Canadian Natural Resources | +0.1% | +99.30% | 加碼 |
| 35 | CNR | Core Natural Resources Inc | +0.1% | +152.29% | 加碼 |
| 36 | SOC | Sable Offshore CORP | +0.1% | -21.59% | 減碼 |
| 37 | EFXT | Enerflex LTD | +0.1% | +110.19% | 加碼 |
| 38 | LNG | Cheniere Energy Inc | +0.1% | +95.11% | 加碼 |
| 39 | ETN | Eaton Corporation plc | +0.1% | +155.15% | 加碼 |
| 40 | TBN | Tamboran Resources CORP | +0.1% | -0.45% | 減碼 |
| 41 | PNW | Pinnacle West Capital | +0.1% | +23.91% | 加碼 |
| 42 | DINO | Hf Sinclair CORP | +0.1% | +30.96% | 加碼 |
| 43 | CWEN | Clearway Energy Inc-c | +0.1% | +66.22% | 加碼 |
| 44 | TS | Tenaris Sa-adr | +0.1% | +42.84% | 加碼 |
| 45 | TRP | Tc Energy CORP | +0.1% | +89.31% | 加碼 |
| 46 | ✓ | National Energy Services Reu | +0.1% | +56.10% | 加碼 |
| 47 | CTRI | Centuri Holdings Inc | +0.1% | +84.89% | 加碼 |
| 48 | WBI | Waterbridge Infrastruc-cl A | +0.1% | +49.14% | 加碼 |
| 49 | KMI | Kinder Morgan, Inc. | +0.1% | +35.09% | 加碼 |
| 50 | WMB | Williams Cos Inc | +0.1% | +34.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aventail Capital Group, LP 在 Q1 2026 季度的美股持倉總市值約為 US$17.4億，共申報了 170 個公開持股部位。
在 Q1 2026 季度，Aventail Capital Group, LP 按市值排列的前三大核心持股分別為：ETR (3.7%)、NFG (3.3%)、CNP (2.3%)。其中最大持股部位 ETR 佔據整體投資組合約 3.7% 的權重。
在 Q1 2026 季度中，Aventail Capital Group, LP 共進行了 183 項持倉異動，包含新建倉 29 個部位、加碼 82 個部位、減碼 57 個部位以及清倉 15 個部位。 其中最大新建倉標的為 APA。 本季清倉部位包含 CTRA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。